Applies to

Smartsheet
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must have owner, admin, or editor permissions on the sheet and be a licensed Brandfolder user to attach or upload assets.

Use the Brandfolder panel in Smartsheet

PLANS

  • Business
  • Enterprise

Permissions

You must have owner, admin, or editor permissions on the sheet and be a licensed Brandfolder user to attach or upload assets.

With the Brandfolder integration in Smartsheet, you can attach assets from Brandfolder to sheets or rows without leaving Smartsheet. You can search, filter, and sort to locate assets the same way you do in the Brandfolder app.Learn more about Brandfolder.

Connect the Brandfolder panel

  1. To open theBrandfolderpanel, on the right feature bar, selectBrandfolder.
  2. 按照login prompts.
  3. Select your organization.
  4. Select your Brandfolder.

Once you connect the panel, you can browse your Brandfolder assets without leaving Smartsheet. You'll see the same organizational structure you see in Brandfolder.

Attach from Brandfolder

When you attach an asset from Brandfolder, you’re actually linking the row or sheet to the asset in Brandfolder.

Once you do that, you can make changes to the asset in Brandfolder. You can change file details, replace the asset with an updated asset, and more.

The asset you access through Smartsheet will always be the latest version.Learn how Smartsheet handles linked items.

  1. Open the Brandfolder panel.
  2. To findfilters,labels(if applicable), andpinned searches, browse through a Brandfolder.
  3. Choose the files you want to upload from Brandfolder.
    To attach multiple assets, select the asset's checkbox.
  4. Hover your pointer over an asset.
  5. SelectMorethe More icon.
  6. SelectAttach to roworAttach to sheet.

Any Brandfolder assets attached to the sheet or its rows are visible to people shared to the sheet. They don’t need Brandfolder access to view these attachments.

Upload an asset to Brandfolder

You must havewrite permissionsin Brandfolder to upload assets.

If you have access to Smartsheet and Brandfolder, you can use this panel to upload sheet or row attachments to Brandfolder.

Uploading assets from Smartshet to Brandfolder lets you populate your digital asset management (DAM) with finalized or WIP assets without the need to leave Smartsheet. You can also include asset data from Smartsheet, including custom fields and tags to enrich your assets to make them more searchable in Brandfolder.

当你上传一个资产通过Brandfolder面板, you upload a copy of the asset. Any changes made to an uploaded asset must be made in Brandfolder. You can re-attach the asset to the row or sheet if you want to keep the asset up to date.

To upload an asset to Brandfolder

  1. In theAttachmentspanel, select one or more attachments.
  2. SelectActions.
  3. SelectUpload to Brandfolder.
  4. Fill in the following fields:
    • Organization:Choose the organization where you want to add the asset.
    • Brandfolder:Choose the Brandfolder where you want to add the asset.
    • Collection:This is an optional field where you can choose the collection where you want to add the asset.
    • Custom Fields:Choose column headers you want added to Brandfolder as custom fields. In theCustom Fieldssection, the column header is the key, and the cell data is the value. Combining the column header and the cell data makes up the key value pair.
    • Tags:Choose tags from your sheet for your asset to make it more searchable.
  5. SelectUpload.
    一个图像显示Brandfolder窗格


After uploading the asset, view it in Brandfolder with all the tags and custom fields you included.

An image showing the UI in Brandfolder

Download an asset from Brandfolder

  1. Open theBrandfolderpanel.
  2. To find filters, labels (if applicable), and pinned searches, browse through a Brandfolder.
  3. Choose the files you want to upload from Brandfolder.
    To attach multiple assets, select the checkbox for the asset.
  4. Hover your pointer over an asset.
  5. SelectMorethe More icon.
  6. SelectDownload.
Was this article helpful?
Yes No